Eastern Bank’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Eastern Bank’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.7K	Hold	356	–	–	﹤0.01%	607
2026 Q1	$43.1K	Hold	356	–	–	﹤0.01%	596
2025 Q4	$45.9K	Hold	356	–	–	﹤0.01%	587
2025 Q3	$44.8K	Hold	356	–	–	﹤0.01%	582
2025 Q2	$41.4K	Hold	356	–	–	﹤0.01%	575
2025 Q1	$36.5K	Sell	356 -181	-34%	-$19.7K	﹤0.01%	590
2024 Q4	$59.2K	Hold	537	–	–	﹤0.01%	545
2024 Q3	$58.4K	Buy	+537	New	+$56.3K	﹤0.01%	541
2020 Q2	–	Sell	-54,268	Closed	-$2.64M	–	186
2020 Q1	$2.64M	Buy	+54,268	New	+$3.12M	0.2%	83
2019 Q2	–	Sell	-48,514	Closed	-$2.56M	–	204
2019 Q1	$2.56M	Buy	+48,514	New	+$2.46M	0.17%	91

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Eastern Bank's DSI Position: Q2 2026 in Review

Eastern Bank held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 356 shares worth $50.7K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Eastern Bank first reported a position in DSI in Q1 2019 and has held it in 10 quarters since. The position peaked at $2.64M in Q1 2020. 632 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Eastern Bank held 356 shares of iShares MSCI KLD 400 Social ETF worth $50.7K as of Q2 2026.
Eastern Bank left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #607 holding.
Eastern Bank first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2019 and has held it in 10 quarters since.
Eastern Bank's iShares MSCI KLD 400 Social ETF position peaked at $2.64M in Q1 2020.
632 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.